Tax Agent — Finance guide
File on time, from numbers the ledger produced.
Files: VAT and corporate tax, withholding and zakat, and the e-invoices the authority expects.
What you will be able to do
- Produce the VAT return for any period
- Read the corporate tax calculation for the year
- Check withholding and zakat from the same books
- See which returns are drafted, filed and paid
What this role can and cannot do
| Can | Cannot |
|---|---|
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13 steps, each one carried out in the product on .
Produce the VAT return #
Where Finance » VAT return
- Open Finance, then VAT return in the left menu.
- Choose the period you are filing for.
- Read each box and the figure behind it.
- Click the number in a box's Lines column to see the entries that make it up.
You should see Every box is filled from entries already in the books. Anything the rulebook cannot place is shown rather than quietly dropped.
Watch out Anything the rulebook cannot place is shown separately rather than dropped, so you notice before the authority does.
Read the corporate tax calculation #
Where Finance » Tax codes & VAT returns
- In the left menu, open Tax codes & VAT returns.
- Open the corporate tax view.
- Follow it down: revenue, accounting profit, taxable income, tax due.
You should see The calculation shows its working, so you can explain any line of it.
Check withholding and zakat #
Where Finance » Direct taxes
- Open Direct taxes from the Finance menu.
- Open the WHT tab for withholding.
- Then open the Zakat tab.
You should see Both are computed from the same books as everything else, so they agree with the accounts.
See which returns are filed #
Where Finance » Compliance
- Open Compliance calendar in the left menu.
- Read the returns list and the state beside each.
You should see Nothing is 'probably filed' — the state and the date are on the record.
You read the books, you do not write them #
Where Finance » Journal entries
- Open Journal entries.
- Look at the top right.
You should see Every figure you file can be traced here — and there is no button to add an entry. That separation is what makes the return trustworthy.
Read the VAT return by emirate #
Where Finance » VAT return
- Open the VAT return for the period.
- Read Box 1 by emirate and the invoices without an emirate.
You should see Every box renders, zero rows included.
Prepare and submit the VAT return #
Where Finance » VAT return » Prepare / Submit
- Press Prepare the return.
- Press Submit to the tax portal when EmaraTax is connected; the confirmation names the period and the net VAT before anything is sent.
- Read the acknowledgement card.
You should see Filing also books the VAT settlement — the period's VAT accounts are closed into VAT payable — and locks the books up to the end of the period, unless your company turned the lock off.
Read the corporate-tax workpaper #
Where Finance » Corporate tax
- Open Corporate tax.
- Read the rungs from accounting profit down to the tax: the entertainment add-back and the 0 % band allowance are worked out for you.
- Open the Tax losses, Interest limitation, Tax group, Deferred tax and Related parties tabs; press Source on any rung to see where its figure comes from.
You should see Taxable income and tax due across the top; every rung shows the running total. Apply to the ledgers books the provision once.
Withholding tax #
Where Finance » Taxes » WHT
- Open Taxes and the WHT tab.
- Record WHT against a payment; issue the certificate; read the return totals.
You should see The certificate is what the supplier's tax office accepts.
Read the compliance calendar #
Where Finance » Compliance calendar
- Open the calendar.
- VAT rows at the frequency in Settings; Zakat and corporate-tax rows when switched on.
You should see A deadline is always about a period that has ended.
Save the FTA audit file for one branch #
Where Finance » FTA Audit File
- Open FTA Audit File.
- Set From and To.
- Pick the branch, or leave Whole company.
- Read the checks.
- Press Save the audit file.
| Field | What to put in it |
|---|---|
| Branch | One branch's invoices, bills and branch-stamped entries — or the whole company |
You should see A branch's file lists its invoices, its bills and the journal entries stamped with that branch. Each check says what is missing and where to fix it.
Worth knowing An error check (the company's tax registration number, for example) is fixed where the message says before the file is sent to the FTA.
Open the entries behind a VAT box #
Where Finance » VAT return » a box » Lines
- Open the VAT return.
- Click the number in the Lines column of a box.
You should see The entries add up to the figure on the return, and each one links to its journal entry.
Worth knowing A return that is already filed shows plain numbers: it keeps the figures it was filed with.
Recalculate partly recoverable VAT at year end #
Where Finance » Taxes (VAT) » Year-end VAT recovery recalculation
- Open Taxes (VAT).
- Type the year and the actual ratio.
- Read the result.
- Press Book the correcting entry.
| Field | What to put in it |
|---|---|
| Actual ratio for the year (%) | The share of the year's input VAT the company may really recover |
You should see The difference moves between the VAT account and the cost accounts the purchases were booked to.
Watch out Booking needs the right to file tax returns.
Worth knowing Only purchases on a partly recoverable tax are recalculated. The ratio used during the year is a company setting your administrator keeps.
Use cases — the work, step by step
Each one is a sequence somebody actually performs, with the screen behind every step. Every screen here was opened in the product as this role before it was published.
monthlyFile the VAT return for the period #
Every box is derived from postings. Anything the rulebook cannot place is shown rather than dropped, which is where the two minutes of checking go.
Open VAT return and choose the period you are filing for.
Finance » VAT return — verified: the page says “VAT” Read each box against the ledger — not against last month's return — and check the uncategorised bucket.
Finance » VAT return — verified: the page says “VAT” Open the returns list and confirm the state and date once it is filed. Nothing here is 'probably filed'.
Finance » Compliance — verified: the page says “Compliance”
quarterlyCheck the corporate tax position before year end #
An adjustment found in month three is cheaper than one found in month eleven.
Open the tax area and read the computation: revenue, accounting profit, taxable income, tax due.
Finance » Tax codes & VAT returns — verified: the page says “Compliance” Check the withholding register and the zakat base where they apply — both are computed from the same books.
Finance » Direct taxes — verified: the page says “Withholding” Look ahead in the compliance calendar so nothing is filed in a rush.
Finance » Compliance — verified: the page says “Compliance”
quarterlyThe quarter's VAT return, box by box, emirate by emirate #
Box 1 by emirate is what the FTA reads first.
Open the return; assign the invoices without an emirate; prepare and submit.
Finance » VAT return — verified: the page says “VAT”
yearlyThe corporate-tax workpaper #
The rungs are where the number is defended.
Read the rungs and the tabs; Apply books the provision.
Finance » Corporate tax — verified: the control is offered; the page says “Taxable income”
monthlyThe compliance calendar is the tenant's, not the pack's #
The FTA assigned this tenant monthly; the calendar must say monthly.
Open the calendar after setting the VAT return period.
Finance » Compliance calendar — verified: the page says “Compliance”
Nothing here is typed in by hand. Every box comes from entries already in the books, which is why the return and the accounts agree.